@agent-native/core 0.114.16 → 0.115.3

package/corpus/templates/crm/app/i18n/en-US.ts

@@ -0,0 +1,89 @@
+const messages = {
+  intelligence: {
+    title: "Intelligence",
+    description:
+      "Choose the moments CRM should notice in bounded call evidence. Smart trackers are evaluated through Ask CRM, never directly in the settings screen.",
+    loading: "Loading trackers…",
+    kindKeyword: "Keyword",
+    kindSmart: "Smart",
+    enable: "Enable",
+    disable: "Disable",
+    toggleTracker: "{{action}} {{name}}",
+    emptyTitle: "No signal trackers yet",
+    emptyDescription:
+      "Add a keyword for deterministic matching or a smart criterion for Ask CRM to review.",
+    trackerDeleted: "Tracker deleted.",
+    trackerEnabled: "Tracker enabled.",
+    trackerDisabled: "Tracker disabled.",
+    trackerUpdateFailed: "Tracker update failed.",
+    trackerCreated: "Tracker created.",
+    trackerCreationFailed: "Tracker creation failed.",
+    newTracker: "New tracker",
+    createTitle: "Create signal tracker",
+    createDescription:
+      "Track deterministic keywords or define a bounded smart criterion for Ask CRM to evaluate against call evidence.",
+    name: "Name",
+    trackerDescription: "Description",
+    detector: "Detector",
+    keywords: "Keywords",
+    keywordsPlaceholder: "pricing, renewal, security review",
+    keywordsHelp: "Separate up to 40 keywords with commas.",
+    classificationCriterion: "Classification criterion",
+    criterionPlaceholder: "Match a clear concern about implementation timing.",
+    creating: "Creating…",
+    create: "Create tracker",
+    deleteTrackerAria: "Delete {{name}}",
+    deleteTrackerTitle: "Delete {{name}}?",
+    deleteTrackerDescription:
+      "This stops future signal runs from using this tracker. Existing reviewed signals stay unchanged.",
+    cancel: "Cancel",
+    deleteTracker: "Delete tracker",
+    keywordsSummary: "Keywords: {{keywords}}",
+    noKeywordsConfigured: "No keywords configured.",
+    evaluatedThroughAsk: "Evaluated through Ask CRM.",
+  },
+  recordActions: {
+    evidenceAttached: "Call evidence attached.",
+    evidenceAttachFailed: "Evidence could not be attached.",
+    addEvidence: "Add evidence",
+    attachEvidenceTitle: "Attach Clips evidence",
+    attachEvidenceDescription:
+      "Use a durable Clips page link. CRM stores only the artifact reference, page URL, and a bounded excerpt—never media or a transcript.",
+    artifactId: "Artifact ID",
+    clipsUrl: "Clips URL",
+    summary: "Summary",
+    shortExcerpt: "Short excerpt",
+    attachEvidence: "Attach evidence",
+    automate: "Automate",
+    reviewNewClipsCalls: "Review new Clips calls",
+    reviewDescription:
+      "Prepare a review recipe for this CRM record without copying Clips media or transcripts.",
+    disabledAutomationDescription:
+      "This starts disabled and stays tied to {{name}}. Once explicitly activated, each new clip may attach only its access-checked recording-page reference to this record.",
+    handoffDescription:
+      "The handoff keeps only an opaque clip ID, a durable {{path}} page URL, and capture time. It rejects event URLs, media, access tokens, transcripts, inferred records, and provider writes.",
+    manageAutomations: "Manage automations",
+    configureWithAgent: "Configure with agent",
+  },
+  dashboard: {
+    metaTitle: "Pipeline · CRM",
+    pipeline: "Pipeline",
+    ready: "Pipeline dashboard is ready.",
+    installFailed: "Pipeline dashboard could not be installed.",
+    loadingDescription: "Loading your access-scoped pipeline dashboard…",
+    emptyDescription:
+      "A live, permission-aware view of opportunity value by stage.",
+    installTitle: "Install the Pipeline dashboard",
+    installDescription:
+      "It creates a CRM-owned data program and a private dashboard for your current workspace.",
+    installAction: "Install Pipeline dashboard",
+    liveDescription:
+      "Live opportunity totals use the current viewer’s CRM access and refresh from a cached data program.",
+    updating: "Updating…",
+    updatePack: "Update pack",
+  },
+};
+
+export const crmDashboardMetaTitle = messages.dashboard.metaTitle;
+
+export default messages;

package/corpus/templates/crm/app/i18n/index.ts

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+import { type AgentNativeI18nCatalog } from "@agent-native/core/client/i18n";
+
+import enUS from "./en-US";
+
+export const i18nCatalog = {
+  sourceLocale: "en-US",
+  messages: enUS,
+  loadMessages: async (locale) => {
+    switch (locale) {
+      case "ar-SA":
+        return (await import("./ar-SA")).default;
+      case "de-DE":
+        return (await import("./de-DE")).default;
+      case "es-ES":
+        return (await import("./es-ES")).default;
+      case "fr-FR":
+        return (await import("./fr-FR")).default;
+      case "hi-IN":
+        return (await import("./hi-IN")).default;
+      case "ja-JP":
+        return (await import("./ja-JP")).default;
+      case "ko-KR":
+        return (await import("./ko-KR")).default;
+      case "pt-BR":
+        return (await import("./pt-BR")).default;
+      case "zh-CN":
+        return (await import("./zh-CN")).default;
+      case "zh-TW":
+        return (await import("./zh-TW")).default;
+      default:
+        return null;
+    }
+  },
+} satisfies AgentNativeI18nCatalog;

package/corpus/templates/crm/app/lib/dashboard.ts

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+import type { CrmDashboardPanelConfig } from "./types";
+
+export function dashboardDataPanelId(
+  panels: CrmDashboardPanelConfig[],
+  panel: CrmDashboardPanelConfig,
+): string {
+  return (
+    panels.find(
+      (candidate) =>
+        candidate.source === panel.source && candidate.query === panel.query,
+    )?.id ?? panel.id
+  );
+}

package/corpus/templates/crm/app/lib/navigation.ts

@@ -0,0 +1,54 @@
+import type { CrmKind } from "@/lib/types";
+
+export type CrmView =
+  | "work"
+  | CrmKind
+  | "record"
+  | "tasks"
+  | "proposals"
+  | "views"
+  | "dashboard"
+  | "ask"
+  | "setup"
+  | "settings";
+
+export const CRM_VIEW_PATHS: Record<Exclude<CrmView, "record">, string> = {
+  work: "/",
+  account: "/accounts",
+  person: "/people",
+  opportunity: "/opportunities",
+  tasks: "/tasks",
+  proposals: "/proposals",
+  views: "/views",
+  dashboard: "/dashboard",
+  ask: "/ask",
+  setup: "/setup",
+  settings: "/settings",
+};
+
+export function viewFromPath(pathname: string): CrmView {
+  if (pathname.startsWith("/records/")) return "record";
+  if (pathname.startsWith("/accounts")) return "account";
+  if (pathname.startsWith("/people")) return "person";
+  if (pathname.startsWith("/opportunities")) return "opportunity";
+  if (pathname.startsWith("/tasks")) return "tasks";
+  if (pathname.startsWith("/proposals")) return "proposals";
+  if (pathname.startsWith("/views")) return "views";
+  if (pathname.startsWith("/dashboard")) return "dashboard";
+  if (pathname.startsWith("/ask")) return "ask";
+  if (pathname.startsWith("/setup")) return "setup";
+  if (pathname.startsWith("/settings")) return "settings";
+  return "work";
+}
+
+export function pathForView(
+  view?: string,
+  recordId?: string,
+  settingsSection?: "intelligence",
+): string {
+  if (view === "record" && recordId)
+    return `/records/${encodeURIComponent(recordId)}`;
+  if (view === "settings" && settingsSection === "intelligence")
+    return "/settings/intelligence";
+  return CRM_VIEW_PATHS[view as Exclude<CrmView, "record">] ?? "/";
+}

package/corpus/templates/crm/app/lib/tab-id.ts

@@ -0,0 +1 @@
+export const TAB_ID = `crm-${Math.random().toString(36).slice(2, 8)}`;

package/corpus/templates/crm/app/lib/types.ts

@@ -0,0 +1,172 @@
+export type CrmKind = "account" | "person" | "opportunity";
+
+export interface CrmRecordSummary {
+  id: string;
+  displayName: string;
+  kind: CrmKind;
+  subtitle?: string;
+  owner?: string;
+  stage?: string;
+  cadence?: string;
+  nextStep?: string;
+  updatedAt?: string;
+  fields?: Record<string, unknown>;
+}
+
+export interface CrmRecordDetail extends CrmRecordSummary {
+  provider?: "hubspot" | "salesforce" | string;
+  description?: string;
+  remoteRevision?: string;
+  activity?: Array<{
+    id: string;
+    title: string;
+    summary?: string;
+    occurredAt?: string;
+    actor?: string;
+  }>;
+  evidence?: Array<{
+    id: string;
+    label: string;
+    quote?: string;
+    url?: string;
+    observedAt?: string;
+  }>;
+  tasks?: Array<CrmTask>;
+  relatedRecords?: Array<{
+    id: string;
+    displayName: string;
+    kind: CrmKind;
+    relationshipType: string;
+    relationshipLabel?: string;
+    subtitle?: string;
+  }>;
+}
+
+export interface CrmTask {
+  id: string;
+  title: string;
+  status: "open" | "done" | "blocked" | string;
+  dueAt?: string;
+  recordId?: string;
+}
+
+export interface CrmSavedView {
+  id: string;
+  name: string;
+  description?: string;
+  kind?: CrmKind;
+  query?: string;
+  dataProgramId?: string;
+}
+
+export interface CrmOverview {
+  focus?: Array<{ label: string; value: string; detail?: string }>;
+  tasks?: CrmTask[];
+  records?: CrmRecordSummary[];
+}
+
+export interface CrmDashboardPanelConfig {
+  id: string;
+  title: string;
+  source: "program";
+  query: string;
+  chartType: "metric" | "bar" | "table";
+}
+
+export interface CrmDashboard {
+  id: string;
+  kind: "pipeline";
+  title: string;
+  config: { version: 1; panels: CrmDashboardPanelConfig[] };
+  updatedAt: string;
+}
+
+export function recordId(record: unknown): string | undefined {
+  if (!record || typeof record !== "object") return undefined;
+  const value = record as Record<string, unknown>;
+  const ref = value.ref as Record<string, unknown> | undefined;
+  return (
+    asText(value.id) ??
+    asText(value.recordId) ??
+    asText(ref?.localId) ??
+    asText(ref?.remoteId)
+  );
+}
+
+export function asText(value: unknown): string | undefined {
+  return typeof value === "string" && value.length ? value : undefined;
+}
+
+export function normalizeRecord(
+  record: unknown,
+  fallbackKind: CrmKind,
+): CrmRecordSummary | null {
+  if (!record || typeof record !== "object") return null;
+  const value = record as Record<string, unknown>;
+  const id = recordId(value);
+  if (!id) return null;
+  const fields = isObject(value.fields) ? value.fields : undefined;
+  const ref = isObject(value.ref) ? value.ref : undefined;
+  const kind = asKind(value.kind) ?? asKind(ref?.kind) ?? fallbackKind;
+  return {
+    id,
+    displayName: asText(value.displayName) ?? asText(value.name) ?? id,
+    kind,
+    subtitle:
+      asText(value.subtitle) ?? asText(fields?.domain) ?? asText(fields?.email),
+    owner: asText(value.owner) ?? asText(fields?.owner),
+    stage: asText(value.stage) ?? asText(fields?.stage),
+    cadence: asText(value.cadence) ?? asText(fields?.cadence),
+    nextStep: asText(value.nextStep) ?? asText(fields?.nextStep),
+    updatedAt: asText(value.updatedAt) ?? asText(value.remoteUpdatedAt),
+    fields,
+  };
+}
+
+export function normalizeRecords(
+  data: unknown,
+  kind: CrmKind,
+): CrmRecordSummary[] {
+  const values = Array.isArray(data)
+    ? data
+    : isObject(data) && Array.isArray(data.records)
+      ? data.records
+      : [];
+  return values.flatMap((value) => {
+    const record = normalizeRecord(value, kind);
+    return record ? [record] : [];
+  });
+}
+
+export function normalizeTasks(data: unknown): CrmTask[] {
+  const values = Array.isArray(data)
+    ? data
+    : isObject(data) && Array.isArray(data.tasks)
+      ? data.tasks
+      : [];
+  return values.flatMap((value) => {
+    if (!isObject(value)) return [];
+    const id = asText(value.id) ?? asText(value.taskId);
+    const title = asText(value.title) ?? asText(value.name);
+    if (!id || !title) return [];
+    return [
+      {
+        id,
+        title,
+        status: asText(value.status) ?? "open",
+        dueAt: asText(value.dueAt),
+        recordId: asText(value.recordId),
+      },
+    ];
+  });
+}
+
+function asKind(value: unknown): CrmKind | undefined {
+  return value === "account" || value === "person" || value === "opportunity"
+    ? value
+    : undefined;
+}
+
+function isObject(value: unknown): value is Record<string, unknown> {
+  return Boolean(value) && typeof value === "object" && !Array.isArray(value);
+}

package/corpus/templates/crm/app/lib/utils.ts

@@ -0,0 +1 @@
+export { cn } from "@agent-native/toolkit/utils";

package/corpus/templates/crm/app/root.tsx

@@ -0,0 +1,88 @@
+import { configureTracking } from "@agent-native/core/client/analytics";
+import { appPath } from "@agent-native/core/client/api-path";
+import {
+  AppProviders,
+  createAgentNativeQueryClient,
+  useDbSync,
+} from "@agent-native/core/client/hooks";
+import { getLocaleInitScript } from "@agent-native/core/client/i18n";
+import { getThemeInitScript } from "@agent-native/core/client/ui";
+import { useQueryClient } from "@tanstack/react-query";
+import { useState } from "react";
+import { Links, Meta, Outlet, Scripts, ScrollRestoration } from "react-router";
+import type { LinksFunction } from "react-router";
+
+import { CrmLayout } from "@/components/layout/CrmLayout";
+import { useNavigationState } from "@/hooks/use-navigation-state";
+import { i18nCatalog } from "@/i18n";
+import { TAB_ID } from "@/lib/tab-id";
+
+import stylesheet from "./global.css?url";
+
+configureTracking({
+  getDefaultProps: (_name, properties) => ({
+    ...properties,
+    app: "crm",
+    template: "crm",
+  }),
+});
+
+export const links: LinksFunction = () => [
+  { rel: "stylesheet", href: stylesheet },
+];
+
+export function Layout({ children }: { children: React.ReactNode }) {
+  return (
+    <html lang="en" suppressHydrationWarning>
+      <head>
+        <meta charSet="utf-8" />
+        <meta
+          name="viewport"
+          content="width=device-width, initial-scale=1, maximum-scale=1, user-scalable=no"
+        />
+        <script
+          data-agent-native-theme-init
+          suppressHydrationWarning
+          dangerouslySetInnerHTML={{ __html: getThemeInitScript() }}
+        />
+        <script
+          data-agent-native-locale-init
+          suppressHydrationWarning
+          dangerouslySetInnerHTML={{ __html: getLocaleInitScript() }}
+        />
+        <link rel="manifest" href={appPath("/manifest.json")} />
+        <meta name="theme-color" content="#71717A" />
+        <link rel="icon" type="image/svg+xml" href={appPath("/favicon.svg")} />
+        <link rel="apple-touch-icon" href={appPath("/icon-180.svg")} />
+        <Meta />
+        <Links />
+      </head>
+      <body>
+        {children}
+        <ScrollRestoration />
+        <Scripts />
+      </body>
+    </html>
+  );
+}
+
+function SyncBridge() {
+  const queryClient = useQueryClient();
+  useNavigationState();
+  useDbSync({ queryClient, ignoreSource: TAB_ID });
+  return null;
+}
+
+export default function Root() {
+  const [queryClient] = useState(() => createAgentNativeQueryClient());
+  return (
+    <AppProviders queryClient={queryClient} i18n={{ catalog: i18nCatalog }}>
+      <SyncBridge />
+      <CrmLayout>
+        <Outlet />
+      </CrmLayout>
+    </AppProviders>
+  );
+}
+
+export { ErrorBoundary } from "@agent-native/core/client/ui";

package/corpus/templates/crm/app/routes/_index.tsx

@@ -0,0 +1,26 @@
+import { useActionQuery } from "@agent-native/core/client/hooks";
+
+import { PageHeader } from "@/components/crm/Surface";
+import { WorkOverview } from "@/components/crm/WorkOverview";
+import type { CrmOverview } from "@/lib/types";
+
+export function meta() {
+  return [{ title: "My work · CRM" }];
+}
+
+export default function WorkRoute() {
+  const overview = useActionQuery<CrmOverview>(
+    "get-crm-overview" as never,
+    {} as never,
+  );
+  return (
+    <>
+      <PageHeader
+        eyebrow="CRM"
+        title="My work"
+        description="A calm view of follow-up work and current relationship context."
+      />
+      <WorkOverview overview={overview.data} isLoading={overview.isLoading} />
+    </>
+  );
+}

package/corpus/templates/crm/app/routes/accounts.tsx

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+import { useActionQuery } from "@agent-native/core/client/hooks";
+import { useSearchParams } from "react-router";
+
+import { CreateCrmRecordDialog } from "@/components/crm/CreateCrmRecordDialog";
+import { RecordGrid } from "@/components/crm/RecordGrid";
+import { SavedViewDataProgram } from "@/components/crm/SavedViewDataProgram";
+import { PageHeader } from "@/components/crm/Surface";
+import { normalizeRecords } from "@/lib/types";
+
+export function meta() {
+  return [{ title: "Accounts · CRM" }];
+}
+export default function AccountsRoute() {
+  const [searchParams] = useSearchParams();
+  const viewId = searchParams.get("view") ?? undefined;
+  const query = useActionQuery<unknown>(
+    "list-crm-records" as never,
+    { kind: "account", viewId } as never,
+  );
+  return (
+    <>
+      <PageHeader
+        eyebrow="Records"
+        title="Accounts"
+        description={
+          viewId
+            ? "Accounts matching this saved view."
+            : "Accounts from your Native SQL workspace and connected CRM mirrors."
+        }
+        actions={<CreateCrmRecordDialog kind="account" />}
+      />
+      <SavedViewDataProgram data={query.data} />
+      <RecordGrid
+        kind="account"
+        records={normalizeRecords(query.data, "account")}
+        isLoading={query.isLoading}
+        emptyTitle="No accounts yet"
+      />
+    </>
+  );
+}

package/corpus/templates/crm/app/routes/agent.tsx

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+import { AgentTabsPage } from "@agent-native/core/client/agent-chat";
+
+export default function AgentRoute() {
+  return <AgentTabsPage appName="CRM" />;
+}

package/corpus/templates/crm/app/routes/ask.tsx

@@ -0,0 +1,53 @@
+import {
+  AgentChatSurface,
+  markAgentChatHomeHandoff,
+} from "@agent-native/core/client/agent-chat";
+import { useEffect } from "react";
+
+import { TAB_ID } from "@/lib/tab-id";
+
+export function meta() {
+  return [{ title: "Ask CRM" }];
+}
+
+export default function AskCrmRoute() {
+  useEffect(() => {
+    const onChatRunning = (event: Event) => {
+      if ((event as CustomEvent<{ isRunning?: boolean }>).detail?.isRunning)
+        markAgentChatHomeHandoff("crm");
+    };
+    window.addEventListener("agentNative.chatRunning", onChatRunning);
+    return () =>
+      window.removeEventListener("agentNative.chatRunning", onChatRunning);
+  }, []);
+  return (
+    <div className="flex h-full min-h-0 flex-col bg-background">
+      <AgentChatSurface
+        mode="page"
+        chatViewTransition
+        className="crm-chat-panel"
+        storageKey="crm"
+        browserTabId={TAB_ID}
+        defaultMode="chat"
+        showHeader={false}
+        showTabBar={false}
+        dynamicSuggestions={false}
+        suggestions={[]}
+        emptyStateText="Ask CRM"
+        emptyStateDisplay="hidden"
+        centerComposerWhenEmpty
+        composerLayoutVariant="hero"
+        composerPlaceholder="Ask about your CRM"
+        composerSlot={
+          <div className="crm-chat-intro">
+            <h1>Ask CRM</h1>
+            <p>
+              Explore permitted account context, follow-up work, and evidence
+              across Native SQL and connected records.
+            </p>
+          </div>
+        }
+      />
+    </div>
+  );
+}